FIRST TRUST EXCHANGE-TRADED FUND VIII - XSEP
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 11 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 326,883 | 13,854 | 0.02% | 0.02% | 1 | -10,547 | -3.13% | Q4 2025 | Feb 12, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 260,647 | 11,046 | 0.02% | 0.02% | 2 | -24,538 | -8.6% | Q4 2025 | Feb 17, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 168,520 | 7,142 | 0.03% | 0.03% | 3 | +597 | 0.36% | Q4 2025 | Feb 13, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 137,502 | 5,827 | 0.01% | 0.0% | 4 | +98,281 | 250.58% | Q4 2025 | Feb 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 108,878 | 4,614 | 0.0% | 0.0% | 5 | +94,301 | 646.92% | Q4 2025 | Feb 10, 2026 |
| Cetera Investment Advisers | History | Reduced | 104,938 | 4,447 | 0.0% | 0.01% | 6 | -3,262 | -3.01% | Q4 2025 | Feb 17, 2026 |
| LPL Financial LLC | History | Reduced | 65,743 | 2,786 | 0.0% | 0.0% | 7 | -7,070 | -9.71% | Q4 2025 | Feb 11, 2026 |
| KRAEMATON INVESTMENT ADVISORS, INC | History | Reduced | 53,273 | 2,257 | 1.8% | 1.92% | 8 | -675 | -1.25% | Q4 2025 | Jan 21, 2026 |
| Mariner, LLC | History | Reduced | 50,659 | 2,147 | 0.0% | 0.0% | 9 | -6,832 | -11.88% | Q4 2025 | Feb 13, 2026 |
| Noble Wealth Management PBC | History | Reduced | 37,202 | 1,576 | 0.79% | 0.86% | 10 | -1,605 | -4.14% | Q4 2025 | Jan 05, 2026 |
| Clear Point Advisors Inc. | History | No change | 21,637 | 917 | 0.71% | 0.7% | 11 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Mutual Advisors, LLC | History | No change | 21,324 | 903 | 0.02% | 0.02% | 12 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 21,112 | 894 | 0.0% | 0.0% | 13 | -228 | -1.07% | Q4 2025 | Feb 17, 2026 |
| Diligent Investors, LLC | History | Reduced | 19,502 | 826 | 0.2% | 0.22% | 14 | -1,300 | -6.25% | Q4 2025 | Jan 23, 2026 |
| UPTICK PARTNERS, LLC | History | Reduced | 18,795 | 796 | 0.17% | 0.25% | 15 | -4,414 | -19.02% | Q4 2025 | Feb 02, 2026 |
| Blackhawk Capital Partners, LLC | History | No change | 17,470 | 740 | 0.28% | 0.28% | 16 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 17,117 | 725 | 0.0% | 0.0% | 17 | +9,592 | 127.47% | Q4 2025 | Feb 17, 2026 |
| Millington Financial Advisors, LLC | History | Reduced | 16,980 | 724 | 0.32% | 0.45% | 18 | -5,374 | -24.04% | Q4 2025 | Feb 09, 2026 |
| First Heartland Consultants, Inc. | History | Reduced | 15,670 | 664 | 0.05% | 0.07% | 19 | -5,108 | -24.58% | Q4 2025 | Jan 09, 2026 |
| Sequent Planning LLC | History | Added to | 14,271 | 604 | 0.15% | 0.13% | 20 | +2,986 | 26.46% | Q4 2025 | Feb 05, 2026 |
| Benson Wealth Management INC | History | New | 14,051 | 595 | 0.66% | — | 21 | +14,051 | New | Q4 2025 | Feb 12, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 14,007 | 594 | 0.0% | 0.0% | 22 | -819 | -5.52% | Q4 2025 | Feb 05, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | No change | 13,823 | 587 | 0.04% | 0.04% | 23 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| SageGuard Financial Group, LLC | History | New | 12,552 | 532 | 0.08% | — | 24 | +12,552 | New | Q4 2025 | Jan 27, 2026 |
| Waverly Advisors, LLC | History | New | 12,065 | 511 | 0.0% | — | 25 | +12,065 | New | Q4 2025 | Feb 17, 2026 |
| IMC-Chicago, LLC | History | New | 11,243 | 476 | 0.0% | — | 26 | +11,243 | New | Q4 2025 | Jan 29, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | Reduced | 11,089 | 470 | 0.07% | 0.07% | 27 | -397 | -3.46% | Q4 2025 | Feb 09, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 9,517 | 403 | 0.0% | 0.0% | 28 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Diversify Advisory Services, LLC | History | No change | 9,224 | 393 | 0.01% | 0.01% | 29 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| StoneX Group Inc. | History | Added to | 9,009 | 381 | 0.02% | 0.02% | 30 | +4 | 0.04% | Q4 2025 | Feb 12, 2026 |
| Integrity Financial Corp /WA | History | Reduced | 8,665 | 367 | 0.19% | 0.17% | 31 | -59 | -0.68% | Q4 2025 | Feb 13, 2026 |
| QTR Family Wealth, LLC | History | Reduced | 8,448 | 360 | 0.16% | 0.17% | 32 | -60 | -0.71% | Q4 2025 | Feb 13, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 8,200 | 347 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Financial Guidance Group, Inc. | History | No change | 8,200 | 347 | 0.14% | 0.15% | 34 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| OLD MISSION CAPITAL LLC | History | Reduced | 8,048 | 341 | 0.01% | 0.01% | 35 | -8,566 | -51.56% | Q4 2025 | Feb 17, 2026 |
| CROSSPOINT FINANCIAL, LLC | History | Added to | 7,660 | 324 | 0.76% | 0.62% | 36 | +1,560 | 25.57% | Q4 2025 | Feb 05, 2026 |
| Merit Financial Group, LLC | History | No change | 7,642 | 323 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| CreativeOne Wealth, LLC | History | No change | 7,644 | 323 | 0.01% | 0.01% | 38 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| PFS Partners, LLC | History | Added to | 7,349 | 311 | 0.14% | 0.1% | 39 | +2,188 | 42.39% | Q4 2025 | Jan 16, 2026 |
| Wood Tarver Financial Group, LLC | History | No change | 7,275 | 308 | 0.09% | 0.09% | 40 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Brookstone Capital Management | History | Reduced | 7,117 | 301 | 0.0% | 0.0% | 41 | -269 | -3.64% | Q4 2025 | Jan 15, 2026 |
| IMG Wealth Management, Inc. | History | No change | 6,755 | 286 | 0.18% | 0.19% | 42 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Integrated Advisors Network LLC | History | Reduced | 6,730 | 285 | 0.01% | 0.01% | 43 | -725 | -9.73% | Q4 2025 | Feb 17, 2026 |
| Chris Bulman Inc | History | Reduced | 6,698 | 283 | 0.13% | 0.14% | 44 | -269 | -3.86% | Q4 2025 | Jan 14, 2026 |
| IFP Advisors, Inc | History | No change | 6,497 | 275 | 0.01% | 0.01% | 45 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Corient Private Wealth LLC | History | No change | 6,200 | 262 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q4 2025 | Mar 09, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 6,169 | 261 | 0.01% | 0.01% | 47 | -3,862 | -38.5% | Q4 2025 | Feb 09, 2026 |
| WEALTHGARDEN F.S. LLC | History | Reduced | 6,006 | 256 | 0.17% | 0.18% | 48 | -7 | -0.12% | Q4 2025 | Feb 11, 2026 |
| Simplicity Wealth,LLC | History | Added to | 5,443 | 230 | 0.01% | 0.01% | 49 | +567 | 11.63% | Q4 2025 | Jan 30, 2026 |
| LifeWealth Investments, LLC | History | No change | 5,083 | 215 | 0.07% | 0.07% | 50 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Octavia Wealth Advisors, LLC | History | No change | 5,005 | 212 | 0.02% | 0.02% | 51 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| HBK Sorce Advisory LLC | History | No change | 4,944 | 211 | 0.0% | 0.01% | 52 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Grant Street Asset Management, Inc. | History | Reduced | 4,940 | 209 | 0.04% | 0.05% | 53 | -805 | -14.01% | Q4 2025 | Jan 28, 2026 |
| Cambridge Advisors Inc. | History | New | 4,775 | 202 | 0.04% | — | 54 | +4,775 | New | Q4 2025 | Jan 21, 2026 |
| ROYAL BANK OF CANADA | History | New | 4,475 | 190 | 0.0% | — | 55 | +4,475 | New | Q4 2025 | Feb 17, 2026 |
| BARCLAYS PLC | History | Added to | 3,119 | 132 | 0.0% | 0.0% | 56 | +1,456 | 87.55% | Q4 2025 | Feb 13, 2026 |
| Global Retirement Partners, LLC | History | No change | 2,750 | 116 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 2,246 | 95 | 0.03% | 0.03% | 58 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 1,481 | 62 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| AE Wealth Management LLC | History | No change | 1,112 | 47 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| MAI Capital Management | History | No change | 1,103 | 46 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| REAP Financial Group, LLC | History | Reduced | 569 | 24 | 0.0% | 0.01% | 62 | -109 | -16.08% | Q4 2025 | Feb 10, 2026 |
| UBS Group AG | History | Added to | 223 | 9 | 0.0% | — | 63 | +207 | 1293.75% | Q4 2025 | Jan 29, 2026 |
| MORGAN STANLEY | History | No change | 40 | 1 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -57,636 | -100.0% | Q3 2025 | Nov 14, 2025 |
| GOLDMAN SACHS GROUP INC | History | Closed out | 0 | 0 | — | 0.0% | — | -7,263 | -100.0% | Q3 2025 | Nov 14, 2025 |
| NWF Advisory Services Inc. | History | Closed out | 0 | 0 | — | 0.03% | — | -5,710 | -100.0% | Q3 2025 | Oct 31, 2025 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -5,384 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Crown Wealth Group, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -4,818 | -100.0% | Q3 2025 | Oct 22, 2025 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -649 | -100.0% | Q3 2025 | Nov 18, 2025 |